Create A Beastmode filter that Shows Prior Year Sales in January, then switches to YTD starting Feb

Hi -
I'm looking to create a beastmode that is a filter - what that filter would do is display 2023 sales in January 2024 (excluding January), then starting February 2024 would switch to YTD.
This stems from our YTD cards going blank at the beginning of the year. It is important to keep the cards YTD and to only display 12 months at a time.
Best Answers
-
Hi @Stephanie_Price I think this is what you're looking for:
CASE WHEN MONTH(CURRENT_DATE()) = 1 AND YEAR(`Date`) = YEAR(CURRENT_DATE()) - 1 THEN 'Include' WHEN MONTH(CURRENT_DATE()) > 1 AND `Date` >= DATE_FORMAT(CURRENT_DATE() ,'%Y-01-01') THEN 'Include' ELSE 'Exclude' END
- First WHEN Clause (For January):
- Checks if the current month is January (
MONTH(CURRENT_DATE()) = 1
). - Includes dates from the previous year (
YEAR(
Date) = YEAR(CURRENT_DATE()) - 1
).
- Checks if the current month is January (
- Second WHEN Clause (For February and onwards):
- Checks if the current month is after January (
MONTH(CURRENT_DATE()) > 1
). - Includes dates from the start of the current year up to the current date (
Date >= DATE_FORMAT(CURRENT_DATE() ,'%Y-01-01')
).
- Checks if the current month is after January (
- ELSE Clause:
- Excludes all other dates.
This logic will show data from the previous year in January and YTD data from the current year starting in February.
3 - First WHEN Clause (For January):
-
This helped tremendously. Thank you.
0
Answers
-
Hi @Stephanie_Price I think this is what you're looking for:
CASE WHEN MONTH(CURRENT_DATE()) = 1 AND YEAR(`Date`) = YEAR(CURRENT_DATE()) - 1 THEN 'Include' WHEN MONTH(CURRENT_DATE()) > 1 AND `Date` >= DATE_FORMAT(CURRENT_DATE() ,'%Y-01-01') THEN 'Include' ELSE 'Exclude' END
- First WHEN Clause (For January):
- Checks if the current month is January (
MONTH(CURRENT_DATE()) = 1
). - Includes dates from the previous year (
YEAR(
Date) = YEAR(CURRENT_DATE()) - 1
).
- Checks if the current month is January (
- Second WHEN Clause (For February and onwards):
- Checks if the current month is after January (
MONTH(CURRENT_DATE()) > 1
). - Includes dates from the start of the current year up to the current date (
Date >= DATE_FORMAT(CURRENT_DATE() ,'%Y-01-01')
).
- Checks if the current month is after January (
- ELSE Clause:
- Excludes all other dates.
This logic will show data from the previous year in January and YTD data from the current year starting in February.
3 - First WHEN Clause (For January):
-
This helped tremendously. Thank you.
0
Categories
- All Categories
- 2K Product Ideas
- 2K Ideas Exchange
- 1.6K Connect
- 1.3K Connectors
- 311 Workbench
- 6 Cloud Amplifier
- 9 Federated
- 3.8K Transform
- 659 Datasets
- 116 SQL DataFlows
- 2.2K Magic ETL
- 815 Beast Mode
- 3.3K Visualize
- 2.5K Charting
- 82 App Studio
- 45 Variables
- 776 Automate
- 190 Apps
- 481 APIs & Domo Developer
- 82 Workflows
- 23 Code Engine
- 40 AI and Machine Learning
- 20 AI Chat
- 1 AI Playground
- 1 AI Projects and Models
- 18 Jupyter Workspaces
- 410 Distribute
- 120 Domo Everywhere
- 280 Scheduled Reports
- 10 Software Integrations
- 144 Manage
- 140 Governance & Security
- 8 Domo Community Gallery
- 48 Product Releases
- 12 Domo University
- 5.4K Community Forums
- 41 Getting Started
- 31 Community Member Introductions
- 114 Community Announcements
- 4.8K Archive